Morgan Stanley has stated that CIO growth expectations for Microsoft have increased +165 basis points compared to our prior survey. Azure remains a key driver of Microsoft's growth strategy.

For the second fiscal quarter, Morgan Stanley predicted Azure growth of 26.5 percent year over year, in line with Microsoft’s guidance and a deceleration from 28 percent the prior quarter and 27 ...

Reuters Microsoft Azure Morgan Stanley tapped Microsoft Azure as its lead public cloud partner in June, eyeing a level of scalability not possible with on-premise data centers. The firm's aim is ...

Morgan Stanley analyst Keith Weiss ... ability to leverage consumption pricing (via its Azure Cloud business) enabling investors to see pick-up in demand translate to revenue earlier – this ...

My name is Keith Weiss, I run the U.S. Software Equity Research franchise here at Morgan Stanley. And very pleased ... our bookings number is not just Azure. We'll spend a lot of time on that ...

according to Morgan Stanley. And 97 percent of CIOs plan to utilize Microsoft's AI products over the next three years. The tech world is watching for new details from Microsoft on how Azure’s ...